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Marion Gwekoh Skowron

Charles Schwab & CO., Inc.

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About Marion Gwekoh Skowron

Marion Skowron is a financial professional with over 12 years of experience in the industry. Marion has been with Charles Schwab & CO., Inc. since December 2017, and has previously held roles with GRV SECURITIES LLC, KOVITZ SECURITIES, LLC, and FINANCIAL NETWORK INVESTMENT CORPORATION. Marion specializes in providing financial planning services and acting as a financial planning advisor referral. Marion holds a Series 7, Series 24, Series 66 and SIE licenses and is registered in Texas.

Firm Information

Marion Skowron is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Marion Skowron’s Registration & Firm History

CA

12/05/2017 - Present

Charles Schwab & CO., Inc. (San Francisco CA)

IL

08/13/2014 - 11/17/2017

GRV SECURITIES LLC (CHICAGO IL)

IL

03/16/2012 - 11/25/2013

KOVITZ SECURITIES, LLC (CHICAGO IL)

IL

01/28/2011 - 03/13/2012

FINANCIAL NETWORK INVESTMENT CORPORATION (ST. CHARLES IL)

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Licenses & Designations

BOTH

Issued 04/14/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/07/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/27/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Marion Gwekoh Skowron.
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